Products

beatvest Campaigns beatvest Journeys beatvest Daily beatvest Flows

Industries

Direct brokers and neo-brokers Retail and cooperative banks Digital wealth managers Asset managers Insurers and pension providers

Case studies

Direct broker Robo-advisor Penzilla beatvest B2C app

Company

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Industries / Asset managers

Asset managers

You don’t own the relationship that sells your product.

Your flows depend on platforms and partners who decide what gets promoted. Engagement is what turns a listing into flows, with partners and directly with investors.

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We know where it hurts

These are the problems.

And this is what fixes them

One product per problem.

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10 day challenge in a partner app

Embedded in the partner journey

beatvest Campaigns →

Partners decide, not you

Co-branded campaigns and hubs inside your partners’ journeys: value their users see, with your name on it.

Today

A daily read, branded to you

3 min

beatvest Daily →

No investor relationship

A daily market read and thematic content tied to your products builds the direct relationship without owning a platform.

Themed funnel

Women and investing

Value first, product second

beatvest Journeys →

Invisible at the decision

Acquisition funnels for the investors your partners miss: first-timers, women, outside the big cities.

This page is informed by a live engagement with a German ETF issuer.

Discover what beatvest can do for your funnel.

30 minutes, your numbers, a concrete proposal for where to start.

Book a demo